Great advisers with good tools were unable to prevent far too many investors from making emotional decisions amid the March 2020 market volatility.
The events of the past year have set in motion several factors that have contributed to a surge of pent-up interest in breaking away.
Those hosting conferences must earn the trust of on-site guests by taking every possible precaution, while creating experiences that are just as valuable for the careers of the professionals who participate remotely.
Use of advisory firm portals has risen 20% since the pandemic began
The proven process of the adviser-client relationship provides a great blueprint to help firms optimize their work
Moving away from working in offices could allow firms to draw on a wider pool of talent
The safest way to sustain your business in volatile times is aggressive promotion of the services your clients value most
The elimination of commissions on online trading will make it for advisers to use direct indexing and tax-loss harvesting.
The best way to get 100% buy-in on new solutions is to rope your team into the decision-making process as early as possible.
Firms don't need to completely upend the way they do their work and serve their clients to benefit from new ideas.
